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Auto-field with S-Control?
We're implementing a data exchange integration with an outside vendor. We need a 4-digit agent ID number for each lead to auto-populate based on who owns that particular lead. I've assigned each user with a 4-digit number, but no matter what I try, I cannot get the Agent ID field to populate automatically on the lead page.
Can someone please provide me with some assistance?
Thanks in advance!
Can someone please provide me with some assistance?
Thanks in advance!
$User.Agent_ID__c
After saving your lead you will see the Agent ID in your lead.
Thanks for the quick response to my plea for help.
However, I've tried different variations of $User.<insert field here> and that doesn't work because it populates the field with the user's Agent ID. I need it to be the lead owner's Agent ID number, which isn't always the same.
Any other suggestions?
One possible solution is a Custom Formula - Type Text:
CASE( OwnerId,"00530000000jfoC", "7423","00530000000ejQS","7418","")
You just replace the owner IDs by yours and the same for the Agent IDs.
It WORKED brilliantly! Thank you so much!